See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,553 | $180,449-82.0% | $154,107-78.9% | $135,375-76.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.04% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,750 | $6,035-37.9% | $5,298-29.2% | $4,779-21.5% |
| Participant deferral / active EE | $3,573 | $5,806-38.5% | $5,081-29.7% | $5,609-36.3% |
| Admin fee / account holder | $146 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |